by 707 Media
Finance isn't for you.<br />Money is for "experts" and that's not you.<br />Financial content is too "complicated" and it's not for you.<br /><br />In this day and age, those are common and valid statements to make.<br />But what if it were different?<br /><br /><i>It's All Money</i> is that show.<br /><br />Imagine listening to a 20 minute episode and walking away with one nugget that could help you with money. Not a "system" you don't have time for or global "movement" to sap all your emotions. Just one tip that could help you feel informed in the moment of a financial decision. That's financial confidence, in your hip pocket.<br /><br /><br />Episodes span across 4 categories- financial markets, macro economics, tactical money saving tips and stories of people and money. Many consider those 4 completely different topics, but ultimately the lessons learned from each will end up hitting your checking account.<br /><br />Because ultimately, It's All Money.
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Publishing Since
6/28/2024
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March 12, 2025
<b>You don’t want to hear this episode.</b><br /><b>No one does.</b><br /><b><br />But you probably need to watch this episode.If you’re in the orbit of Sonoma Wealth, then you’re a planner. You’ve planned your whole life, and yes, you can plan your death too.But why bother?Did you know depending on the situation, the government can take 40% of what you have just to transfer it from you to your loved ones? Did you know making every kid mutual trustee on your estate can actually be a problem for them? What if the mark you wanted to leave on the world wasn’t left the way you want it?Hard questions to ask, answer and hear.On a special episode of It’s All Money, Sonoma Wealth Managing Principal Daren Blonski CFP® shares his own experiences as a participant in countless estate plans. He details the many mistakes that could potentially be avoided and the peace you can provide for your family with a clear plan.</b><br /><b><br />Learn more about Sonoma Wealth and take our Free Wealth Analysis:<a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFotbUJIU1VvR1ZLLVdKeDhaU3B5QnFwYkFzUXxBQ3Jtc0ttZ3pvVkhhdm5hc0k0b3dBVzd0X2NKcU1FSzJjQTRESTRVaDBMczlOQ1ExS1laOElqamF3TXdxWHFST1Z6d09sMUlDNVE1MUJ5WG5EdFBCeWVfenIwODlLOUFTc2lYSEtRbVRKYWhqNTVKYjVkODlISQ&q=https%3A%2F%2Fsonomawealthadvisors.com%2F&v=ZzXenWLy6gY" target="_blank" rel="noreferrer noopener"> </a><a href="https://sonomawealthadvisors.com/" target="_blank" rel="noreferrer noopener">https://sonomawealthadvisors.com/</a></b><br /><br /><b>Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth</b><br /><b>____________________________________________</b><br /><b>This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.</b>
February 26, 2025
<b>“Money’s all in your mind” sounds pretty hokey, doesn’t it? But trace every decision you’ve ever made in life, including your money. Where did it all flow from? Right 😉🧠.At Sonoma Wealth Advisors, we offer a holistic approach for our clients (and future clients!). This includes starting at square 1, or even square 0- How do you think about money?What’s your behavior around it? What’s your history with it? Where did that come from? Are you happy with the results, or time for a reanalysis?In this introspective episode, hosts Dano Weir and Daren Blonski CFP® look at the 8 Ways We Think About Money at Sonoma Wealth Advisors.This is a great episode for someone just getting started with organizing their finances, we hope you enjoy and learn even 1 thing to help you in your journey.</b><br /><br /><b>Learn more about Sonoma Wealth and take our Free Wealth Analysis:<a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFotbUJIU1VvR1ZLLVdKeDhaU3B5QnFwYkFzUXxBQ3Jtc0ttZ3pvVkhhdm5hc0k0b3dBVzd0X2NKcU1FSzJjQTRESTRVaDBMczlOQ1ExS1laOElqamF3TXdxWHFST1Z6d09sMUlDNVE1MUJ5WG5EdFBCeWVfenIwODlLOUFTc2lYSEtRbVRKYWhqNTVKYjVkODlISQ&q=https%3A%2F%2Fsonomawealthadvisors.com%2F&v=ZzXenWLy6gY" target="_blank" rel="noreferrer noopener"> </a><a href="https://sonomawealthadvisors.com/" target="_blank" rel="noreferrer noopener">https://sonomawealthadvisors.com/</a></b><br /><br /><b>References: <a href="https://www.advisorperspectives.com/articles/2025/02/12/nvidia-shares-no-longer-bulletproof-deepseek-fears" target="_blank" rel="noreferrer noopener">https://www.advisorperspectives.com/articles/2025/02/12/nvidia-shares-no-longer-bulletproof-deepseek-fears</a></b><br /><b>____________________________________________</b><br /><b>This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.</b>
February 11, 2025
<b>We’ve all “done our taxes”. Gather up a mess of documents, send them in to your person or software program, weeks pass, maybe you get a check maybe you cut a check, depends on the year. Wash, rinse, repeat.<br />But have you ever had a conversation with a professional about the long-term tax burden of being in certain investments? How a move you make today could affect your taxes in 5 years? Has anyone ever told you that certain charitable contributions you’re making you thought weren’t deductible could be with a Donor-Advised Fund under certain circumstances?<br />These would be insights learned during Tax Planning, also called Tax Observations. Our own Clay Dunkle CFP®, AIF® makes his debut on It’s All Money to discuss one of his favorite parts of the business, and analyze the subtle nuance of the phrase “It’s not what you make, it’s what you keep that counts.”<br />Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/</b><br /><b>____________________________________________</b><br /><b>This content was produced by Fermata Advisors, LLC, an SEC registered investment advisor, d/b/a Sonoma Wealth Advisors. The opinions expressed by Fermata Advisors, LLC on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.</b>
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